Client Service Specialist

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

Responsibilities will initially include:

• Client inbound and outbound service
• Addressing client and account inquiries
• Routing correspondence, and drafting letters/documents
• Assist clients in servicing their accounts (i.e. account information changes, distributions, transfers, etc.)
• Preparing life, disability, and long-term care insurance quotes for clients
• Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
• Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
• Work with clients and paramedical vendors to schedule health exams
• Prepare presentations for client meetings
• Utilize Salesforce to track opportunities, relationships and activity
• Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.
• We are looking for an individual with the following traits: Outgoing, comfortable on the phone (no cold calling)
• Strong customer service skills
• Energetic
• Organized
• Experienced in life insurance and salesforce
• Process driven
• Detail oriented
• Efficient
• Enjoys being a part of a team
• Able to multi-task
• Comfortable with strict deadlines and varying workload

Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come.

As the role is mastered there is an opportunity for substantial income growth and other flexibility.

• Bachelor’s degree preferred; associate degree required
• Experience in Microsoft Office required (Excel/Word/Outlook)
• Life & Health license strongly encouraged
• Salesforce CRM experience ideal